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For Pursuits That Are
Timeless
One of our most unique offerings is our selection of highly researched and vetted investment options. We strive to make intelligent decisions that will profit for years and years to come. Through our meticulous research and analysis, we’re able to put together a portfolio that we believe will serve you and your pursuits.
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Our Approach To Investments

Each wealth plan is crafted to match your overall goals. We first look to understand where you’re at, and then we design a path with the aim to optimize your wealth and minimize taxes and fees. Through our conversations with you, we’ll be better able to explain how your risk appetite, retirement objectives and lifestyle wishes can come to fruition through our tailored investment strategies - which typically include a mixture of the following three categories:

  • Short-Term Investments:

    Short-term investments are typically bank deposits, institutional money market, high quality short-term bonds and bond funds. The goal is to minimize or eliminate any short-term fluctuations, while getting the highest income possible. It is designed for investments that will be needed in the next 18 months.

  • Medium-Term Investments:

    Medium-term investments are typically bonds and bond funds. Some year-to-year price fluctuation is acceptable in exchange for a higher expected return. However, there should be a very low likelihood of losing any principal over a three-year period. In exchange for accepting some price fluctuation, we expect to earn a higher expected return than the short-term investments. This part of the portfolio is designed for investments of over 18 months, but less than five years. This could be a way to reduce the overall, year-to-year volatility of the portfolio.

  • Long-Term Funds:

    Long-term funds are typically invested in private and public companies and real estate. This portion of the portfolio is designed to prudently maximize returns in exchange for short-term volatility and is designed for money that can remain invested for at least five years.



Investment Services

  • Comprehensive portfolio management
  • Public stocks, bonds, funds and ETFs
  • Private equity, debt and real estate
  • Education accounts, including 529s
  • Retirement accounts, including IRAs, Roths and retirement plans
  • Charitable gift accounts, including foundations and donor advised funds

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Gryphon Insights

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Gryphon Wealth

Contact Us

[email protected]

Main: 904.450.5330
Fax: 904.450.5331

Location

4600 Touchton Road E,
Building 200, Suite 110,
Jacksonville, FL 32246


Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, MA, MD, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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